See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,430 | $53,127+42.0% | $86,590-12.9% | $70,131+7.6% |
| Participation rate | 44.8% | 65.3%-20.5pp | 73.5%-28.7pp | 69.5%-24.7pp |
| Annual return | 14.54% | 27.66%-13.1pp | 964.84%-950.3pp | 73.14%-58.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,321 | $2,696-51.0% | $3,609-63.4% | $3,332-60.4% |
| Admin fee / account holder | $12,486 | $3,585+248.2% | $4,906+154.5% | $4,645+168.8% |